DecisionVault
Ranked in Legal Workflow Automation Software ·Free trial· paid from $83/mo
About
DecisionVault is a client intake and information-gathering service for estate planning law firms. Its client portal lets people enter family details, assets, beneficiaries, and other information when convenient, while firms can customize financial intake and export responses to Microsoft Excel. Questionnaire answers can also fill Microsoft Word templates and PowerPoint diagrams. DecisionVault syncs client-entered information with legal tools and lists integrations across case management and CRM, estate services, drafting, document automation, its Developer API, MCP server, and Zapier. It offers two-factor authentication, audit logs, and single sign-on. DecisionVault says it completed a SOC 2 Type II audit, with the report available upon request; it also says data is encrypted in transit and on disk, held in a dedicated US Aptible stack, and backed up nightly. Plans include all firm users without per-seat charges and allow multiple questionnaires. There is no free plan; annual-billed plans start at 83.00 USD per month and include a 14-day trial. Platforms listed are Android, iOS, web, and API.
Who it is for
It suits estate planning firms seeking to collect client and financial information and connect intake with their existing legal tools. Firms needing questionnaire-based document assembly or API access may also find its listed capabilities relevant.
What is good
- Client portal collects family and asset details.
- Financial intake exports to Microsoft Excel.
- Questionnaires populate Word templates and PowerPoint diagrams.
- Integrations include Developer API, MCP server, and Zapier.
- Plans include all firm users without per-seat charges.
What to know first
- No free plan is listed.
- Annual-billed plans start at 83.00 USD per month.
- Individual files have a reasonable size limit.
- Exceeding matter limits can trigger a tier upgrade.
Verdict
DecisionVault combines client intake, financial questionnaires, and document assembly for estate planning practices. Its annual-billed entry plan starts at 83.00 USD per month, and matter limits and possible tier upgrades are worth checking against expected intake volume.
Compared on legal workflow automation software
- Free plan
- Nodecisionvault.com
- Client intake
- Yesdecisionvault.com
- Document assembly
- Yesdecisionvault.com
- API access
- Yesdecisionvault.com
- Audit logs
- Yesdecisionvault.com
- Single sign-on
- Yesdecisionvault.com
Facts
- Purpose
- DecisionVault is a client intake and data gathering tool for estate planning law firms.decisionvault.com · 2 Oct 2026
- Financial intake
- The customizable financial intake exports to Microsoft Excel.decisionvault.com · 2 Oct 2026
- Document generation
- DecisionVault can populate Microsoft Word templates and PowerPoint diagrams with questionnaire information.decisionvault.com · 2 Oct 2026
- Integrations
- It syncs client-entered information to legal tools and lists integrations for case management and CRM, estate services, draft platforms, document automation, its Developer API, MCP server, and Zapier.decisionvault.com · 2 Oct 2026
- Security
- DecisionVault says it completed a SOC 2 Type II audit and makes its report available upon request.decisionvault.com · 2 Oct 2026
- Data protection
- The maker says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly.decisionvault.com · 2 Oct 2026
- Authentication
- The service offers two-factor authentication using a six-digit code from an authenticator app.decisionvault.com · 2 Oct 2026
- Users and questionnaires
- Plans include all firm users without per-seat charges and allow firms to create multiple questionnaires.decisionvault.com · 2 Oct 2026
- Document storage limit
- The pricing FAQ says there is no overall storage limit for saved files, though individual files have a reasonable size limit.decisionvault.com · 2 Oct 2026
- Matter limits
- If a subscriber exceeds six times their plan's monthly new-matter limit during a rolling six-month period, the account is upgraded to the next pricing tier under the timing described for annual or monthly billing.decisionvault.com · 2 Oct 2026
- Support
- Customers can contact support through the in-app support button or at [email protected].decisionvault.com · 2 Oct 2026
- Audience
- DecisionVault automates and integrates client intake information with the tools and platforms estate planning attorneys use to manage their practice.decisionvault.com · 2 Oct 2026
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Where it ranks on Inferse
Sources
- decisionvault.com· checked 2 Oct 2026
- decisionvault.com/product-tour/· checked 2 Oct 2026
- decisionvault.com/integrations/· checked 2 Oct 2026
- decisionvault.com/security/· checked 2 Oct 2026
- decisionvault.com/pricing/· checked 2 Oct 2026
- decisionvault.com/about/· checked 2 Oct 2026